Invest it Best

On this episode of the Invest it Best podcast host Ted Richards speaks with Head of Wilsons Investment Strategy , David Cassidy. They discuss the following (with time stamps); 1:31 - US inflation 6:46 - US wage growth 8:26 - Aus inflation 13:03 - RBA guidance 14:57 - Aus election 16:00 - Putting it all together 18:25 - A stock to consider right now To request a Wilsons advisor to contact you click...

This episode of the Invest it Best podcast host Ted Richards speaks with Fairlight Asset Management Senior Portfolio Manager & Partner, Nick Cregan . They discuss the following; How Nick was selected twice by some of the country's finest fund managers as a fund manager that they would be happy to invest their own savings with in 2022 Why Fairlight focuses on small and mid cap international stocks...

On this episode of the Invest it Best podcast host Ted Richards speaks with two members of Wilsons Corporate team , Sara Saldo and George Talboys about investing in Private Capital Markets. They discuss the following; - Why it is important for investors to be aware and informed about this growing asset class - The different types of Private Capital transactions - Major trends in Private Capital Ma...

On this episode of the Invest it Best podcast host Ted Richards speaks with Head of Wilsons Investment Strategy Group, David Cassidy about the recent volatility in the market. They discuss the following; - The catalyst for the recent volatility - The large valuation swings experienced in US tech stocks - The rate hikes that the market is currently pricing in for this year - How the Chinese economy...

On this episode of the Invest it Best podcast host Ted Richards speaks with Head of Wilsons Investment Strategy Group, David Cassidy, and Head of Australian Equities, John Lockton. They discuss the following; - The market expectations for investing in 2021 compared to what we saw eventuate - Companies and asset classes that experienced high levels of volatility in 2021 - What are the current expec...

This episode of the Invest it Best podcast host Ted Richards speaks with ReadyTech Co-Founder and CEO, Marc Washbourne . They discuss the following; - The initial product Marc and his Co-Founder bootstrapped and came to market with - Their approach to mission critical software that underpins all the ReadyTech products - The acquisitions ReadyTech has made to build out horizontal capability - The t...

This episode of the Invest it Best podcast host Ted Richards speaks with Lead Portfolio Manager, Deputy Chief Investment Officer and Executive Director at Hyperion , Jason Orthman. They discuss the following; How a chemical engineering degree made Jason be a better investor How Hyperion defines a ‘quality’ business Why they purchased Tesla back in January 2020 Their outlook for Tesla going forward...

This episode of the Invest it Best podcast host Ted Richards speaks with Silk Laser Clinics (ASX: SLA)  co-founder and CEO, Martin Perelman. They discuss the following; Martins unique background: from a scholarship in the US playing golf to moving into the Swiss watch industry How he and his friends came across the Laser hair removal business idea Opening the first store in Adelaide and growing it...

This episode of the Invest it Best podcast host Ted Richards speaks with WILSONS Equity Research Analyst Ross Barrows. They discuss the following; - What the Bessemer Cloud 100   list is - Why cloud businesses can be attractive investments - The Australian companies that made the list - Which sectors dominate the list - 3 ASX listed tech companies relative to the Cloud 100   https://www.wilsonsadv...

This episode of the Invest it Best podcast I speak with David Cassidy, Head of Investment Strategy at WILSONS . We discuss the following; The data points that demonstrate that that the pent up demand is there and ready to go when economies and borders re-open What occurred overseas when economies reopened overseas What is entailed when central banks taper Risks to tapering, including a potential '...

This episode we hear from John Lockton, part of the Investment Strategy Group at Wilsons to review the latest ASX reporting season. We discuss the following; Companies impacted by the current operating environment The winners from lockdown Companies that continued post strong growth despite the difficult operating environment John's research on the ASX reporting season can be found here . The Inve...

Private equity funds (both domestic and global) have historically yielded better long-term returns than public equities (on average). As a result, many of the world's most sophisticated institutional and high net worth investors have included private equity in their asset allocation mix in recent decades. In this episode, we hear from David Cassidy , Head of Investment Strategy at WILSONS who outl...

'Invest it Best' is a new fortnightly investing podcast where you will hear from expert financial analysts and fund managers. The show will provide you with detailed insight to their views on the market, what they're looking at, and importantly why that matters. 'Invest it Best' is proudly brought to you by WILSONS - one of Australia's leading financial advisory firms.